ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 157 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $340,927 | +16.3% | 7,188 | +5.0% | 0.05% | +20.0% |
Q2 2023 | $293,154 | -3.3% | 6,843 | -1.2% | 0.04% | -4.8% |
Q1 2023 | $303,100 | -6.8% | 6,928 | -1.0% | 0.04% | -14.3% |
Q4 2022 | $325,384 | +19.2% | 6,999 | +0.7% | 0.05% | +8.9% |
Q3 2022 | $273,000 | +1.9% | 6,952 | -1.1% | 0.04% | +4.7% |
Q2 2022 | $268,000 | -7.3% | 7,028 | -0.6% | 0.04% | +16.2% |
Q1 2022 | $289,000 | +40.3% | 7,072 | +3.1% | 0.04% | +42.3% |
Q4 2021 | $206,000 | +34.6% | 6,859 | +54.2% | 0.03% | +36.8% |
Q2 2019 | $153,000 | -26.4% | 4,449 | -10.2% | 0.02% | -38.7% |
Q3 2018 | $208,000 | – | 4,954 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
EQ LLC | 64,473 | $2,458,000 | 1.94% |
First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |